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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,626 | $209,874-19.2% | $189,537-10.5% | $167,536+1.2% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 21.98% | 748.61%-726.6pp | 555.34%-533.4pp | 478.82%-456.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,210 | $8,934+47.9% | $8,220+60.7% | $6,342+108.3% |
| Admin fee / account holder | $5,594 | $14,299-60.9% | $12,048-53.6% | $12,315-54.6% |